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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,819 | $57,352+215.3% | $83,831+115.7% | $64,173+181.8% |
| Participation rate | 93.6% | 68.6%+25.0pp | 76.1%+17.4pp | 69.6%+24.0pp |
| Annual return | -4.13% | 11.38%-15.5pp | 850.99%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,071 | $2,546+20.6% | $3,631-15.4% | $2,381+29.0% |
| Participant deferral / active EE | $6,498 | $2,993+117.1% | $4,082+59.2% | $3,470+87.3% |
| Admin fee / account holder | $8,741 | $4,046+116.0% | $5,479+59.6% | $4,887+78.9% |